Latest Institutional Purchases of Ishares Msci Usa Momentum Fact (MTUM)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Momentum Fact (MTUM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
2.42KNew |
$324K - $369K
|
2.42K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.17KNew |
$292K - $332K
|
2.17K
$476K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.06KNew |
$276K - $315K
|
2.06K
$451K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.01KNew |
$269K - $307K
|
2.01K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.81KNew |
$243K - $276K
|
1.81K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.7KNew |
$228K - $260K
|
1.7K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$222K - $253K
|
1.66K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.65KNew |
$221K - $252K
|
1.65K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.58KNew |
$212K - $241K
|
1.58K
$346K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.55KNew |
$207K - $236K
|
1.55K
$339K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
1.54KNew |
$206K - $234K
|
1.54K
$336K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.42KNew |
$191K - $217K
|
1.42K
$312K
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
1.2KNew |
$161K - $183K
|
1.2K
$263K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
682New |
$91.5K - $104K
|
682
$149K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
666+ 79.67% |
$89.4K - $102K
|
1.5K
$329K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
392+ 13.55% |
$52.6K - $59.9K
|
3.29K
$720K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
335New |
$45K - $51.2K
|
335
$73.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
237New |
$31.8K - $36.2K
|
237
$51.9K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
174New |
$23.4K - $26.6K
|
174
$38.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
131New |
$17.6K - $20K
|
131
$28.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
111New |
$14.9K - $17K
|
111
$24.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
107New |
$14.4K - $16.3K
|
107
$23.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
96New |
$12.9K - $14.7K
|
96
$21K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
62New |
$8.32K - $9.47K
|
62
$13.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
59New |
$7.92K - $9.01K
|
59
$12.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
41+ 89.13% |
$5.5K - $6.26K
|
87
$19.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
39+ 1.4% |
$5.23K - $5.96K
|
2.82K
$619K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
37New |
$4.97K - $5.65K
|
37
$8.11K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$4.7K - $5.35K
|
35
$7.67K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
33New |
$4.43K - $5.04K
|
33
$7.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
31New |
$4.16K - $4.74K
|
31
$6.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28+ 1.42% |
$3.76K - $4.28K
|
2K
$437K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
23New |
$3.09K - $3.51K
|
23
$5.04K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
17New |
$2.28K - $2.6K
|
17
$3.73K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
16New |
$2.15K - $2.44K
|
16
$3.51K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14New |
$1.88K - $2.14K
|
14
$3.07K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
11+ 1.35% |
$1.48K - $1.68K
|
823
$180K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$1.07K - $1.22K
|
8
$1.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$805 - $917
|
6
$1.31K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$805 - $917
|
6
$1.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4New |
$537 - $611
|
4
$877
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
4New |
$537 - $611
|
4
$877
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
3New |
$403 - $458
|
3
$657
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$134 - $153
|
1
$219
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.1% |
$134 - $153
|
1.03K
$225K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1New |
$134 - $153
|
1
$219
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
53.9K+ 66.63% |
$7.08M - $7.97M
|
135K
$29.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
11K+ 1.85% |
$1.45M - $1.63M
|
608K
$133M
|
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
BUY
|
- |
7.8KNew |
$1.02M - $1.15M
|
7.8K
$1.71M
|
|